Succession & Exit Planning

Your business’s future is in safe hands

At Richardsons, we recognise the critical nature of preparing for the future of your business with comprehensive succession and exit planning services. These plans are instrumental in safeguarding the legacy of your enterprise, providing continuity, and ensuring a smooth transition that maintains the established value and structure.

Our strategies for effective exit planning

In formulating a robust exit strategy, our first priority is to assess the core value of your business beyond the surface financials. Our methodical approach involves:

Identifying potential leaders: We pinpoint and nurture talented individuals within your organisation who are fit to steer the company forward. This proactive measure guarantees leadership readiness and business continuity.

Structuring sales optimally: Should the goal be to sell your business, we meticulously plan the transaction structure to optimise financial gains while aiming to minimise tax liabilities.

Navigating family succession: Where family succession is the preferred route, we navigate through the complexities of this process—including thorough tax planning—to ensure a seamless and cost-effective transfer of control.

Defining actionable steps: We draft a realistic and precise succession plan featuring clear actions that prepare your business for eventual changes in leadership or ownership.

Our services are tailored to meet the sophisticated needs of our clients while being presented in a manner that welcomes them into a future-proof partnership with us. We fuse our earnest passion with a professional ethos, underlining our dedication to securing the longevity and prosperity of your business.

Convinced yet?

Ready to transform your finances? Contact Richardsons today to get started.

We value your business

In the realm of business succession and exit planning, our unequivocal focus lies in ensuring the accurate valuation of your enterprise. A detailed approach to determining the worth of your business bolsters the transparency of the transaction and paves the way for a favourable sale.

Our approach to business valuation

We start by understanding your business’s unique structure and value drivers. Recognising that each company embodies distinct characteristics, we deploy a bespoke valuation method tailored to reflect its individual strengths and potential.

Financial analysis: We scrutinise financial statements to comprehend past and present performance, distilling these insights into a robust forecast of future cash flows.

Market positioning: Our comprehensive appraisal process includes consideration of market share, brand value, and the competitive landscape.

Asset evaluation: Tangible and intangible assets are assessed meticulously, understanding that they constitute a substantial portion of your business’s total value.

Risk management: Our valuation encapsulates potential risks, ensuring that your business’s price considers all contingencies.

Growth prospects: We evaluate the scalability of your business model, highlighting prospects for future expansion and value augmentation.

By employing our methodological and analytical expertise, we ensure the valuation process is transparent, providing you with a clear blueprint for when you choose to sell your business. Our commitment is to deliver a valuation that not only reflects the true worth of your business but also aligns with your strategic goals for a successful exit or succession.

How we prepare for sale or transfer

Preparing your business for a transfer or sale is a strategic endeavour that requires meticulous planning and execution. We begin by conducting a comprehensive review of all operational, financial, and legal aspects of your company. This ensures we present a robust and attractive business profile to potential buyers or successors.

 Effective exit planning and succession strategies are at the forefront of our approach. We are committed to a seamless and advantageous business transfer, guaranteeing the best possible results for us and the incoming party.

Why choose us?

At the heart of our firm, we provide bespoke solutions for business exit and succession planning that meet each client’s unique requirements. Our commitment is to ensure a seamless transition, whether by transfer, sale, or appointment of potential successors.

Our team of experts possesses an in-depth understanding of the complex landscape of business exit strategies. We offer tax advice with integrity to secure your financial interests and minimise liabilities. Our wealth of experience allows us to accurately assess your position and tailor strategies effectively, ensuring that you retain the most value from your sale or transfer.

We are meticulous when it comes to guiding you through the process of identifying and engaging with suitable buyers or successors. We consider not only the financial implications but also the cultural fit between all stakeholders, ensuring the enduring success of the business beyond the transition.

Exit planning requires strategic forethought, and we walk our clients through every stage with clarity and purpose. Our services are designed to bring peace of mind and confidence as you move towards your next venture. Trust us to handle the particulars, allowing you to focus on what you do best—running your business—while we manage the intricacies of a successful exit strategy.

Meet your succession & exit planning team

At Richardsons, we recognise the critical nature of preparing for your business’s future with comprehensive succession and exit planning services.

Our team is dedicated to safeguarding your enterprise’s legacy, ensuring continuity, and maintaining value during transitions. We assess the core value of your business, identify potential leaders, and structure sales optimally. Our meticulous approach to family succession and actionable planning steps ensures a smooth transfer of control. Tailored to meet sophisticated needs, our services combine passion with professionalism, securing your business’s longevity and prosperity.

Ready to transform your future? Contact Richardsons today to get started.

Leanne Hickman

Leanne Hickman

Client Director

Bernie Hawkes

Bernie Hawkes


Full spectrum support

Richardsons offers traditional expertise and modern insight to cater to the ambitious trajectory of your business, ensuring clarity, compliance, and success on your financial journey. Explore our comprehensive range of services.

Ready to get started?

Transform your financial landscape today.